An invite-only gathering bringing together NYC’s real estate, tax, and investment professionals to discuss the Great Wealth Transfer, market outlooks, new legal changes, and strategic planning for property owners and investors.
When:
Thursday, November 6th
5:00 PM – 8:00 PM EDT
Where:
Offit Kurman
590 Madison Ave, 6th Floor
New York, NY 10022
*Happy hour food and drinks will be served
Overview:
Join us for an evening of networking, drinks, and discussion with leaders across NYC’s real estate, tax, and advisory ecosystem. We’ll explore today’s market dynamics, the impact of recent changes in New York’s “drop & swap” law, and strategies for real estate exit planning. With more than $84 trillion in assets expected to transfer in the coming years through the Great Wealth Transfer, the session will also highlight how 1031 exchanges, portfolio design, and estate planning intersect to help families preserve and pass on wealth effectively.
Topics of Discussion:
- NYC Market Outlook: Key opportunities and risks shaping today’s CRE environment
- The Great Wealth Transfer: $84T in assets shifting to today’s generation—implications for real estate owners and families
- 1031 Exchange Update: Implications of the change in New York’s drop & swap law
- Real Estate Exit Planning: Combining 1031 exchanges with portfolio structuring, tax strategies, and estate planning for long-term wealth preservation
